New on the Shelf: Tag Deductions to Closed Promotions & Confido Deduction Link in NetSuite

🏷️ Tag Deductions to Closed Promotions

We’re excited to share that you can now tag deductions to closed promotions:

• Within Cash App, closed promotions appear in the dropdown selection with a "Closed" status for clarity and easy linking
• A "Post-Close Deductions" column within Accruals shows exactly how much was tagged after closure and helps you track spending

This update enhances flexibility and coordination between sales and accounting workflows. With a link between deductions and closed promotions, you can handle late-arriving promotions and get complete visibility into your promotion spending.

🔗 Confido Deduction Link in NetSuite

We've improved the connection between NetSuite and Confido to save you time on deduction tracking. By adding the Confido Deduction Link in NetSuite, you can:

• Seamlessly access the relevant deduction in Confido from the credit memo
• Easily navigate between Confido and NetSuite without filtering or searching

➡️ Check out the how-to guide below for more details:

Adding Confido Deduction Link to Credit Memo Line in Netsuite | Confido Help Center

To add a hyperlink to the Confido Deduction in Netsuite, follow the steps below

intercom.help/confidotech/en/articles/13410068-adding-confido-deduction-link-to-credit-memo-line-in-netsuite

✨ Updates That Just Make Life Easier ✨

• Abbreviated Promo IDs now make searching and tagging easier to manage
• Alerts on the product page are displayed for quick insights to help you proactively troubleshoot problems (e.g., sellable unit does not have a corresponding case)

🤝 Confido’s Referral Program

Know someone that could benefit from Confido? We’d love to connect!

➡️ Submit referrals at the link below:

Referral Program

We appreciate your partnership and support!

ICYMI: 🔬 Unit Economics in the Net Sales View

Unit economics in the net sales view are now available:

• Unit Metrics: Select Units in the Metrics dropdown to see volume alongside other data in one place
• Per-Unit View: Toggle between aggregate totals and per-unit rates in the “Advanced Options” to instantly see important metrics without any manual calculations

With this update, you're able to analyze volume and financial performance more efficiently, in a single view. No more toggling between modules or exporting data to spreadsheets. Key metrics and KPIs are calculated automatically and ready to use, right where you need them.

🎥 Upcoming Webinars

Disputes in Confido v2

Register for webinar

Thursday, January 29th @ 1 pm Eastern

Learn more about managing and automating disputes within Confido.

Demand Planning Module Launch

Register for webinar

Thursday, February 5th @ 1 pm Eastern

Discover how to maximize Confido’s Demand Planning platform.

Missed past webinars or want a second look? Watch here!

🥕 That’s a Wrap — See You Next Week!

The updates this week work together to give you more control over your deductions, both inside and outside of the Confido platform.